What Extra Space Storage Inc.'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Capital Allocation75 · importance in its document · 10-Q · 2026Q3
During the first nine months of 2026, Extra Space repurchased $328.6 million of common stock, compared with $8.6 million in the prior-year period. The company paid $1.025 billion of common-stock dividends in the first nine months of 2026,…
Guidance / Outlook68 · importance in its document · 8-K exhibit · 27 Oct 2026
For the year ending December 31, 2026, Extra Space raised its Core FFO estimate to $8.40–$8.50 per diluted share from $8.25–$8.40. It raised same-store revenue growth assumptions to 2.0%–2.5% and same-store NOI growth to 2.5%–3.5%, while…
Joint Venture Impairment Losses59 · importance in its document · 10-Q · 2026Q3
Extra Space fully impaired investments in two unconsolidated joint ventures during the third quarter of 2026, recognizing a $13.9 million loss. The comparable 2025 quarter included a $9.4 million net gain from selling the company’s…
Net Income and Profitability58 · importance in its document · 10-Q · 2026Q3
Net income for the third quarter of 2026 was $259.4 million, compared with $174.0 million in the prior-year quarter, an increase of approximately 49%. Net income attributable to common stockholders rose to $247.8 million from $166.0…
Share Repurchase Program52 · importance in its document · 8-K exhibit · 27 Oct 2026
Extra Space repurchased 2,390,497 shares during the third quarter for $327.1 million at an average $136.85 per share. After quarter-end it repurchased another 164,724 shares for $21.8 million, fully using the prior $500.0 million program.…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

Capital AllocationImportance 75
During the first nine months of 2026, Extra Space repurchased $328.6 million of common stock, compared with $8.6 million in the prior-year period. The company paid $1.025 billion of common-stock dividends in the first…
Joint Venture Impairment LossesImportance 59
Extra Space fully impaired investments in two unconsolidated joint ventures during the third quarter of 2026, recognizing a $13.9 million loss. The comparable 2025 quarter included a $9.4 million net gain from selling…
Net Income and ProfitabilityImportance 58
Net income for the third quarter of 2026 was $259.4 million, compared with $174.0 million in the prior-year quarter, an increase of approximately 49%. Net income attributable to common stockholders rose to $247.8…
Balance Sheet and LiquidityImportance 49
At September 30, 2026, Extra Space had $114.8 million of cash and cash equivalents and $13.621 billion of debt at face value. Debt was 79.6% fixed-rate, including instruments treated as fixed-rate, and carried a 4.4%…
Revenue Performance and MixImportance 31 · +1 more on this subject
For the three months ended September 30, 2026, revenue increased 3.6% year over year to $889.8 million; for the nine months, revenue rose 4.0% to $2.620 billion. Nine-month property rental revenue grew 3.7% to $2.240…
Acquisition / Partnership / DivestitureImportance 26
Extra Space acquired 22 wholly-owned stores during the nine months ended September 30, 2026, following 76 wholly-owned acquisitions during 2025. The company disposed of two wholly-owned stores during the first nine…
Occupancy and Leasing ActivityImportance 25 · +1 more on this subject
Extra Space Storage’s same-store portfolio comprised 1,869 stabilized stores. Same-store square-foot occupancy at period-end was 94.0% in the third quarter and nine-month period of 2026, compared with 93.7% in the…
Guidance / OutlookImportance 19
Management expects cash flows generated by operations, existing cash and cash equivalents, available credit lines, and capital-markets access to cover reasonably anticipated cash needs over the next 12 months. Those…

Capital spending check: Capital spending cut sharply (Flagged, rule score 50).

8-K filings last 12 months

Results, no stated guidance change27 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
Read from the attached exhibit: Guidance / Outlook · Share Repurchase Program · Same-Property NOI Growth
Management change (filing not read)24 Aug 2026 · 8-K Item 5.02 · Routine · rule score 20
Read from the attached exhibit: Revenue Performance and Mix · Leadership Transition
Results (release not read)28 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
New debt6 Jul 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
Results (release not read)28 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)19 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)5 Jan 2026 · 8-K Item 5.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.